C131: Advanced Skills for the Insurance Broker and Agent

Please note that the final examination for this course is a
computer-based exam.

Advanced Skills for the Insurance
Broker and Agent builds on the foundation ofC130:
Essential Skills for the Insurance Broker and Agentand is immediately useful to the broker with several years of
experience. The course addresses the more complex insurance needs of commercial
clients through the risk management principles of identifying exposures,
analyzing risks, identifying risk management options and implementing a risk
management plan. It also provides a brief discussion of various terms,
conditions and clauses in commonly used wording.

Three categories of commercial
clients'—manufacturers and distributors, contractors and builders’—risks are analyzed using a case study
process. Finally, Advanced Skills for the Insurance Broker and
Agent
addresses the broker’s continuing task of monitoring and modifying the risk
management plan, including reviewing the progress and insurance needs of
commercial clients once their initial policy has been placed.

All insurance courses offered
by The Insurance Institute are designed for individuals who want to attain a highly
recognized and respected professional designation in the p&c industry. The
professional designation Chartered Insurance Professional (CIP) is recognized
across Canada and elsewhere around the world as the benchmark of insurance
professionalism.

Advanced Skills for the Insurance Broker and
Agent
is for industry professionals, including brokers and agents, underwriters
and adjusters,
who want a comprehensive p&c education and the skills and knowledge required
to advance their careers.

Course Offerings

The following are the courses, by methodology, that are being offered by the institute.